ICA Group Wealth Management’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $15.5K | Hold |
261
| – | – | 0.01% | 405 |
|
2024
Q1 | $15.7K | Hold |
261
| – | – | ﹤0.01% | 805 |
|
2023
Q4 | $15.2K | Buy |
+261
| New | +$15.2K | ﹤0.01% | 794 |
|
2023
Q3 | – | Sell |
-261
| Closed | -$15.3K | – | 398 |
|
2023
Q2 | $15.3K | Hold |
261
| – | – | ﹤0.01% | 756 |
|
2023
Q1 | $16K | Sell |
261
-10
| -4% | -$614 | ﹤0.01% | 715 |
|
2022
Q4 | $17.2K | Buy |
+271
| New | +$17.2K | ﹤0.01% | 717 |
|